高盛：舜宇光学科技：9 月出货量：手机镜头同比增长 6%，相机模组同比下降 30%；车载镜头加速增长 13%

10 October 2024 | 8:54PM HKT _ Sunny Optical (2382.HK): September shipment: Handset lens +6% YoY while camera modules -30% YoY; Vehicle lens accelerated to +13% Product mix upgrades to support better ASP: We remain positive on company's product mix upgrade ahead towards more mid and high-end smartphone projects, support the blended ASP and margin outlook. We expect company's GM to improve to 17.5% in 2H24E (vs. 14.1%/ 17.2% in 2H23/ 1H24) on mix upgrades. Sep in line: Handset lens were +6%YoY, or -4% MoM to ...